What is Pending Imports?

You may have noticed when working with the Investment Dominator of a new section that is now available.

Directly under the import your land section You will see Pending Imports

This will now allow you to review each .csv file you submit into the Investment Dominator as well as giving you a Status and Progress

If you go to details on the right side pertaining to the record you are working on you are able to see information about your upload. While this is just a test document you can see how this information would be helpful to know after you upload it.

Lastly, when you import a CSV file into Investment Dominator you will now be notified as soon as your list uploads. This allows you to continue using the Investment Dominator and once you see a green notification in the bottom right with confirmation of upload.

How to Remail To The Same County

There could be a lot of reasons why you would like to remail to a county again that was already processed in mailed letter one status, but what about if we wanted to issue another mailing with an updated list of records.

Lets first identify what we are trying to accomplish

  1. Update records
  2. Create a new status
  3. Create a custom document
  4. Import updated records
  5. Send out mailed letter 2

From these steps we will begin to create an idea of everything we need and this tutorial will take everything step by step to ensure you can follow along easily.

Please note if at any time at all within the Investment Dominator you have made a mistake you can undo most actions made within the application, review our article here about this: https://user-guide.investmentdominator.com/how-to-undo-actions/

Step 1: Update records

We want to ensure that we do not mail to a person we already have mailed to in our mailed letter 1, people we made an offer to or purchased property. In order to do that you can scrub through your list which was previously uploaded and delete the contacts with which you do not want to work with.

A helpful tip with organization as well when updating the records you want to work with is adding a new tag to associate all the records with your mailed letter 2. For this demonstration I have chosen ML2 you can do whichever works for you and if you need more information on tagging review this article here: https://user-guide.investmentdominator.com/how-to-tag-records-and-execute-advanced-searches/

Then once you are done with filtering through your list just keep in mind the APN make sure this matches with the previous information before this is essential to ensure everything imports properly if you notice discrepancies please review this article here: https://user-guide.investmentdominator.com/how-to-properly-format-apns-and-zip-code-values-in-excel/

Step 2: Create A New Status

We have an article chain which goes over everything in more detail located here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-2/ . This will explain how to create a new status but in this article I will highlight the key information.

Go to the Customize section of the Investment Dominator then click on ‘Custom stages and Statuses’

Then click on Add Status

From there click the appropriate settings like shown above Then once done click Add.

Then sort your status like so the most important part of this is to ensure prospect is at the top and your new mailed letter 2 comes after mailed letter 1. Then hit Save.

Step 3: Create A New Custom Document

Just like the example before we have an article that goes over this in detail which can be found here: https://user-guide.investmentdominator.com/how-to-manage-offer-campaign-part-3/

Proceed to the customize section of the Investment Dominator then go to ‘Custom Documents’ then click ‘Add Document’.

For more detail on the creation of the document you can review the article listed, but follow what’s on the picture above and make sure to turn on allow ‘Bulk Update’ this will prompt the Move To section from that select ‘Mailed letter 2‘.

Step 4: Import Updated records

So going back to what we did on step 1 the next step after creating this document is to take our CSV and upload it into the Investment Dominator, but there are some things we want to change from our normal process.

Go to the import section of your Investment dominator and this time take your updated list and click on ‘Update Existing Records’. this short prompt in yellow will also highlight some key items that need to match in order for this to work. Go ahead and upload your list then you should be good to go to our last step.

Step 5: Send Out Mailed Letter 2

So now that you have completed the following the last thing to do to complete your second mailing is to send them out and the key for this step is to not generate a campaign. Since you are using custom documents you are going to need to use the generate documents button within the land tab.

The reason for this is so we can use our custom documents the way we intended to have them work so we can send them straight to mailed letter 2.

It will ask you to choose the records which you want to work with so if you did our tagging earlier you should search for tag then click all records within it.

Then because of the step we did earlier for our custom documents then the bulk update happens after sending out mailing they should be pushed to Mailed Letter 2 instead of 1.

Zapier: How To Connect The Investment Dominator To DocuSign

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s talk a little about DocuSign…

What is DocuSign?

DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud

How To Connect The Investment Dominator To Docusign

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “DocuSign“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your Docusign Account

Click the ‘Sign in to DocuSign‘ button then enter your DocuSign information into the popup window when it appears.

How To Get Your DocuSign API Key

One thing to note is all you need to do to link your ‘DocuSign‘ account to Zapier all you need to do is log in with your details when prompted.


If for any reason you need your API Key, after logging into ‘DocuSign’ go to settings and then from the bottom-left menu click ‘Integrations and API‘:

From there you will be able to find information regarding anything to do with your API access codes.

Step 5 – Setup The Action

Under the ‘Set up action’ You should have a template already in place in Docusign to select your template.

Before moving on there are some things that would prove useful which I want to point out there are some required fields that unless entered will result in an error. While fields like ‘Email Subject and Email Blurb’ are optional if there is existing information filled into your template from ‘DocuSign‘.

Required Fields

  • Template ID
  • Recipient Email
  • Recipient Name
  • Recipient Role

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, closing a deal in your Investment Dominator CRM will prompt the contract to be sent to the client automatically!

How To Select A Sub-Set of Prospect Records For Printing

First off, it is advisable to import only the specific records you plan to process into the Investment Dominator. However, you may have already imported several thousands of records into the Investment Dominator; but, only want to select/process a sub-set of the prospect records imported.

How do you manage a large number of prospect records imported going forward on a weekly basis?

Step 1) – Select all Prospect Land records and put them in the “ON HOLD” status

Note: Check for any other Land Records in the “HOLD” Status prior to executing this step and update/move those records into a different status.

Use the ‘Search By‘ function and select the “Prospect” status as shown below.

Press the blue ‘Search‘ button next to the field to bring up all the prospect records in your system.

Click the ‘Select All‘ checkbox above the records to select all the records in the search query.

Select the ‘Change Status‘ option above the records.

Change the status field to the ‘ON HOLD‘ option.

And press the blue ‘Confirm Move‘ button to move these selected records from the ‘Prospect’ status to the ‘On Hold’ status.

Press the blue ‘Clear Search‘ option above the record table to display all records under the ‘Land‘ page.

Step 2) – Select only the Prospect records by Property ID Range to be processed

NOTE: The following is only a simulation, you may select any number of records to be processed by Property ID Range as necessary.

Select/display all records “ON HOLD” status by pressing the ‘On Hold‘ Stage filter at the top of the record table as shown:

Select the ‘Search by>Property Id Range‘ option and enter the record range of records that you want to process.

Click the blue ‘Search‘ button.

NOTE: The ‘Property Id Range’ can equal 250 records, 500 records or any range of records you want to process. In this example 11 records display.

Click the ‘Select All‘ checkbox to select all the records in the search query.

Click the ‘Change Status‘ option.

The “Prospect” status should already be selected, so simply press the blue ‘Confirm Move‘ button so that these selected records move from the “ON HOLD” status to the “Prospect” status:

Step 3) – Generate your direct mail letter campaign

Click the ‘Campaigns‘ option above the record table:

Click the green icon on the first line to save the .CSV Excel mailing list file, (containing all Prospect records included in that mailing) to your computer and send the .CSV file and two accompanying template files, (Neutral Letter and Envelope template) files to LPGLetters.com for them to process.

Step 4) – Use the ‘Bulk Update Records’ option to change the status of processed records for tracking

Click the ‘Bulk Update Records‘ function to change status of the records mailed from ‘Prospect’ to the ‘Mailed Letter-1’ status:

NOTE: The following week in order to process the next set of 250 or 500 records simply repeat the process above starting at Step 2) .

How To Re-Order Statuses and Custom Statuses

If you’ve created Custom Statuses in the system then chances are you would also like to re-order your status such that they make sense in your new customized Deal Flow.

By default, new statuses will display at the bottom of the Status selection list. But you can change the order of your statuses (both default and custom) under the ‘Customize> Custom Stages and Statuses> Sort Status’ screen:

Simply click and drag the statuses around on the preview screen to change the order they should appear in your lists.:

status4

Then click the blue ‘Save‘ button to save your changes.

House Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system.

Record Options are indicated with a menu icon that looks like this: and if you hover over that icon you can access the ‘Options’ or tools available to you for that specific records.

Options include:

  • Generate Documents
  • New Offer Request
  • Set Property Location
  • Market Research
    • Realtor.com
    • Trulia.com
    • Zillow.com
    • Redfin.com
  • View On Map
  • Generate Listing
  • Generate Ad
  • Payment Calculator

Options Are Attached To Record Statuses

Record Options are attached to record Statuses. This means that as a property record moves from Status to Status the Record Options for that record change based on that update.

Default Setup For House Records

The built-in House Statuses are configured with the following Record Options:

  • Prospect
    • Generate Documents
  • Mailed Letter 1
    • Generate Documents
    • New Offer Request
  • Mailed Letter 1 – Neutral
    • Generate Documents
    • New Offer Request
  • Mailed Postcard
    • Generate Documents
    • New Offer Request
  • Mailed Letter 2
    • Generate Documents
    • New Offer Request
  • Pending Preliminary Research
    • Set Property Location
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Generate Offer/ Meet With Seller
    • Set Property Location (Coming soon)
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Open Escrow
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • Found Buyer – Update Escrow
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • TRANSACTION COMPLETE
    • Generate Documents
  • SOLD
    • Generate Documents
  • PURCHASED
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
  • OFFER REJECTED – Follow Up
    • Generate Documents
  • SKIP TRACE
    • Generate Documents

Attach Record Options To Custom Statuses

You can attach any Record Option to a Custom Status that you create in the system.

Land Record Options

Record Options are tools that you can use to perform functions on a particular record. For example, the Investment Dominator has built-in calculators, generators, maps and more and these are called ‘Record Options‘ in the system.

Record Options are indicated with a menu icon that looks like this: and if you hover over that icon you can access the ‘Options’ or tools available to you for that specific records.

Options include:

  • Generate Documents
  • New Offer Request
  • Set Property Location
  • Market Research
    • Realtor.com
    • Trulia.com
    • LandWatch.com
    • Zillow.com
    • Redfin.com
    • Craigslist.org
    • LandsofAmerica.com
  • View On Map
  • Generate Listing
  • Generate Ad
  • Payment Calculator

Options Are Attached To Record Statuses

Record Options are attached to record Statuses. This means that as a property record moves from Status to Status the Record Options for that record change based on that update.

Default Setup

The built-in Land Statuses are configured with the following Record Options:

  • Prospect
    • Generate Documents
  • Mailed Letter 1
    • Generate Documents
    • New Offer Request
  • Pending Preliminary Research
    • Set Property Location
    • View On Map
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • Generate Documents
  • Offer Sent
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Option Sent
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Blind Offer Sent
    • Market Research
      • Realtor.co
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
      • Craigslist.org
      • LandsofAmerica.org
    • Calculate Offer/ Option Amount
    • View On Map
  • Open Escrow – Detailed Research
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • Complete – Ready To Sell
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • Found Buyer – Open Escrow
    • Generate Documents
    • Market Research
      • Realtor.com
      • Trulia.com
      • LandWatch.com
      • Zillow.com
      • Redfin.com
    • View On Map
    • Generate Listing
    • Generate Ad
    • Payment Calculator
  • SOLD
    • Generate Documents
  • SKIP TRACE
    • Generate Documents

Attach Record Options To Custom Statuses

You can attach any Record Option to a Custom Status that you create in the system.

Stages vs. Statuses

A Stage in the Investment Dominator is an organizational group that contains records indexed with a predefined set of statuses.

The default Stages/Statuses of  Land Deals…

  • All In-Process
    • All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’
  • Prospects
    • Prospect
    • Mailed Letter 1
  • Skip Trace
    • SKIP TRACE
  • Offer Requests
    • Pending Preliminary Research
  • Offers Made
    • Offer Sent
    • Option Sent
    • Blind Offer Sent
  • Buying
    • Open Escrow – Detailed Research
  • Selling
    • Complete – Ready To Sell
  • Sold
    • SOLD
  • On-Hold
    • ON HOLD
  • All Closed
    • FILE CLOSED

The default Stages/Statuses of House Deals…

  • All In-Process
    • All statuses (including custom statuses), except for ‘FILE CLOSED’ and ‘ON HOLD’
  • Prospects
    • Prospect
    • Mailed Letter 1
    • Mailed Letter 1 – Neutral
    • Mailed Postcard
    • Mailed Letter 2
  • Offer Requests
    • Pending Preliminary Research
  • Skip Trace
    • SKIP TRACE
  • Offers
    • Generate Offer/ Meet With Seller
  • In Escrow
    • Open Escrow
    • Found Buyer – Update Escrow
  • Escrow Complete
    • TRANSACTION COMPLETE
    • SOLD
    • PURCHASED
  • Follow Up
    • OFFER REJECTED – Follow Up
  • On Hold
    • ON HOLD
  • All Closed
    • FILE CLOSED

Custom Statuses…

Currently, any custom statuses that you create in the system will also be treated in the system as a Stage as well.

How to Change the Status of the Property (for Land Investing)

One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status.

By default, each new record is put into the “Prospect” status. While you can bulk update records after a mailing, you can manually change the status in one of two ways. You can either:

1. From your dashboard, select the records that you would like to update. And then click on “Change Status”

changestland

And select which status you would like to change your records to (all the records that you select will be changed to this status)…

stland

2. A second way is to change the status from inside the contact record itself. From your dashboard, click on the link that says “Edit”

edit

And once inside the contact record, change the “Property Record Status” to your desired status. After that, click on “Update Record” at the bottom of the page to save your record.

contredch

How to Change the Status of the Property (for House Investing)

One of the most important keys to keeping your records organized (and making sure that no deals fall through the cracks) is to keep each record in the proper status.

By default, each new record is put into the “Prospect” status. While you can bulk update records after a mailing, you can manually change the status in one of two ways. You can either:

1. From your dashboard, select the records that you would like to update. And then click on “Change Status”

statush

And select which status you would like to change your records to (all the records that you select will be changed to this status)…

statush2_001

2. A second way is to change the status from inside the contact record itself. From your dashboard, click on the link that says “Edit”

edithr

And once inside the contact record, change the “Property Record Status” to your desired status. After that, click on “Update Record” at the bottom of the page to save your record.

statusrec